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Principal Securities’s Interactive Brokers IBKR Stock Holding History

Principal Securities’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$540K Buy
8,055
+3,428
+74% +$245K 0.01% 954
2025
Q4 		$298K Buy
4,627
+116
+3% +$7.76K ﹤0.01% 1148
2025
Q3 		$310K Buy
4,511
+768
+21% +$48.3K 0.01% 1115
2025
Q2 		$207K Buy
3,743
+911
+32% +$43.2K ﹤0.01% 1222
2025
Q1 		$125K Hold
2,832
– – ﹤0.01% 1335
2024
Q4 		$125K Sell
2,832
-16
-0.6% -$674 ﹤0.01% 1335
2024
Q3 		$99.2K Buy
2,848
+776
+37% +$24K ﹤0.01% 1397
2024
Q2 		$63.5K Buy
2,072
+196
+10% +$5.85K ﹤0.01% 1508
2024
Q1 		$52.4K Sell
1,876
-36
-2% -$896 ﹤0.01% 1547
2023
Q4 		$39.6K Buy
+1,912
New +$39.1K ﹤0.01% 1590

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Securities's IBKR Position: Q1 2026 in Review

Principal Securities increased its Interactive Brokers (IBKR) stake by 74% in Q1 2026, buying an estimated $245K and bringing the position to 8,055 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #954.

Principal Securities first reported a position in IBKR in Q4 2023 and has held it in 10 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Principal Securities held 8,055 shares of Interactive Brokers worth $540K as of Q1 2026.
  • Principal Securities bought 3,428 Interactive Brokers shares in Q1 2026, an estimated $245K.
  • Interactive Brokers made up 0.01% of Principal Securities's portfolio in Q1 2026, its #954 holding.
  • Principal Securities first reported a position in Interactive Brokers in Q4 2023 and has held it in 10 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.